�鶹�� Houston, TX office welcomes

�鶹�� announced the hiring of financial advisor William “Bill” Frisco in Houston, TX.He joined the Central Market led by Regional Director Jon Ramey, Market Director Craig Vandegrift and Associate Market Executive Ann Page.

Bill Frisco joins us from Morgan Stanley where he spent 16 years dedicated to helping clients navigate retirement planning and long-term wealth management with clarity and care. He focuses on in guiding business owners, corporate executives, physicians, and individuals approaching or enjoying retirement through personalized financial strategies that align with their goals, risk tolerance, and legacy plans.

Bill obtained his Bachelor’s degree in Economics from Duke University and an MBA in Finance from Tulane University. He holds the Certified Financial Planner (CFP^®) certification and CPA (non-practicing).

Joining Bill is Client Associate Mayra Mendez.

CFP Board owns the marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the U.S. For designation disclosures visit /us/en/designation-disclosures.html

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For designation disclosures visit /us/en/designation-disclosures.html

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�鶹�� Houston, TX office welcomes

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